Lens

What it does

Lens is the simplest fact finding tool for financial professionals. No forced demos. No upfront costs. No per-user fees. No restrictions. Start using the full version of Lens today—absolutely free.

Lens is the ultimate fact find tool for financial planners. Use Lens for free.

Send one link. The client completes the fact find solo or with live support. Lens verifies ID, creates the authority, and syncs clean data to your CRM, all before your next meeting. "Lens Fact Find is very user-friendly. It allows us to interact with our clients and assist them to fill out their Fact Find. Kosta from the support team has been extremely prompt and helpful." "Our clients now onboard themselves through our website, lens sends them a link and the next thing we know the fact find has been completed, truly a game changer for us." "Lens is the easiest client onboarding tool we have ever used. Our fact finds are getting finished and all data synced to Adviserlogic instantly. All…from lensapp.com.au

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  RayApr 2026 · rayfinance.app · ▲293

  I've been using this daily for 4 months and figured others might find it useful. This is my first open source project so would love any feedback. Ray connects to your bank via Plaid, stores everything in an encrypted local SQLite database, and lets you ask questions about your finances in natural language. No cloud, no account, your data is stored on your machine. Before anything reaches the LLM, all PII is stripped — your name, companies, transaction details are redacted and replaced with tokens, then rehydrated locally in the response. The AI never sees who you are.

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